BRISTOL – The Tax Office - CMW Tax Services LLC offers professionalism, consistency, and the personal touch in preparing your individual or business taxes.
“It’s a very personal experience here,” said owner Carline Woods. “You sit down with a tax preparer in a private office, and you have an hour-long interview in which your taxes are prepared. And you can come back and see the same tax preparer, every year, year after year.”
“And then there’s the fact that we’re open all year long. So if you have any issues with your tax return in the off season, if you get a letter from the IRS or anything like that, whenever you call here there’s someone to answer your questions and help,” she said.
Woods said she offers a very different service from large tax preparation franchises, which are more of an assembly line experience with tax preparers who may not have adequate training.
“I have well over 20 years of experience,” she said. “My first job out of high school was working in a tax office, so I’ve been doing this awhile.”
She previously worked for Tax Offices of America and Hoffnagle Associates, both in Bristol. Then she went to work for her friend Leo Carr, when he ran The Tax Office LLC.
“We worked together for probably 10 or 11 years at his business. Then he died in 2015, so I purchased the business at that point,” she said.
“Many people will see significant changes to their 2018 tax return due to the Tax Cut & Jobs Act which went into effect in January, 2018,” Woods noted. Our office is ready and prepared to help you navigate the new laws and plan ahead to save the most money you can in taxes.”
She has a degree in accounting from Briarwood College and has done further study at Central Connecticut State University. She has two fellow tax preparers in the office: Karen Walsh, who graduated with a degree in accounting from Boston College, and Jesse Cavallaro, who graduated with a degree in accounting from Salve Regina University.
“Henry Peterson from Medallion Wealth Advisors LLC in Farmington has his Bristol office here with us,” she said. “We share office space. He is a financial planner and is available for our clients’ retirement and investment needs.”
“It is convenient to have your financial planner and tax advisor communicating and working together for your benefit. Our goal is provide knowledgeable, professional service in a confidential and comfortable space at an affordable price,” she said.
“We have about 1,000 clients and probably 80 percent of them have been with this business, with either me personally or with Leo, for anywhere from 10 to 15 years,” she said.
“Most of our new business comes from word of mouth through our customers,” she commented. “They’re a really loyal bunch of customers, a great client base, and we really appreciate them and love them. That personal relationship is what’s really important to us here.”
Tax season has begun. “Our schedule fills fast so call now to book an appointment,” Woods added.
The Tax Office - CMW Tax Services LLC is located at 1001 Farmington Ave., Suite 202, Bristol, CT 06010. For more information, call 860-582-6900 or find them on Facebook.
Susan Corica can be reached at 860-973-1802 or firstname.lastname@example.org.